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Bell Bank’s Chemed CHE Stock Holding History

Bell Bank’s Portfolio CHE Stock Details CHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,018
Closed -$958K – 171
2021
Q2 		$958K Buy
2,018
+12
+0.6% +$5.76K 0.13% 94
2021
Q1 		$922K Buy
2,006
+47
+2% +$23K 0.13% 93
2020
Q4 		$1.04M Buy
1,959
+5
+0.3% +$2.46K 0.16% 85
2020
Q3 		$939K Buy
1,954
+41
+2% +$20.1K 0.16% 81
2020
Q2 		$863K Hold
1,913
– – 0.16% 79
2020
Q1 		$829K Buy
1,913
+8
+0.4% +$3.57K 0.18% 68
2019
Q4 		$837K Buy
1,905
+24
+1% +$10.1K 0.15% 78
2019
Q3 		$785K Sell
1,881
-25
-1% -$10.2K 0.15% 78
2019
Q2 		$688K Sell
1,906
-58
-3% -$19.4K 0.15% 79
2019
Q1 		$629K Sell
1,964
-109
-5% -$33.5K 0.17% 87
2018
Q4 		$587K Sell
2,073
-242
-10% -$73K 0.18% 83
2018
Q3 		$740K Buy
2,315
+101
+5% +$32.2K 0.23% 75
2018
Q2 		$712K Buy
2,214
+327
+17% +$102K 0.22% 72
2018
Q1 		$515K Buy
1,887
+123
+7% +$32.6K 0.16% 85
2017
Q4 		$429K Sell
1,764
-12
-0.7% -$2.73K 0.12% 94
2017
Q3 		$359K Sell
1,776
-741
-29% -$146K 0.1% 93
2017
Q2 		$515K Sell
2,517
-43
-2% -$8.56K 0.18% 69
2017
Q1 		$468K Buy
2,560
+68
+3% +$11.9K 0.17% 75
2016
Q4 		$400K Buy
2,492
+100
+4% +$14.7K 0.16% 74
2016
Q3 		$337K Buy
2,392
+75
+3% +$10.4K 0.21% 81
2016
Q2 		$316K Buy
2,317
+360
+18% +$47.8K 0.18% 93
2016
Q1 		$265K Sell
1,957
-39
-2% -$5.27K 0.17% 92
2015
Q4 		$299K Buy
+1,996
New +$295K 0.21% 88

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Bell Bank's CHE Position: Q3 2021 in Review

Bell Bank sold out of Chemed (CHE) in Q3 2021, closing a stake of 2,018 shares — an estimated $958K sold.

Bell Bank first reported a position in CHE in Q4 2015 and held it in 23 quarters. The position peaked at $1.04M in Q4 2020. 404 funds tracked by Wall St. Rank hold CHE as of Q3 2021.

  • Bell Bank reported no remaining Chemed position as of Q3 2021 after selling out during the quarter.
  • Bell Bank sold 2,018 Chemed shares in Q3 2021, an estimated $958K.
  • Bell Bank first reported a position in Chemed in Q4 2015 and held it in 23 quarters.
  • Bell Bank's Chemed position peaked at $1.04M in Q4 2020.
  • 404 funds tracked by Wall St. Rank held Chemed as of Q3 2021.

Based on Bell Bank's 13F filing for Q3 2021, filed 22 Oct 2021.